Upgrading to PSA – Accounting Connector Spring 2026

This page describes the changes to make when upgrading to Spring 2026.

See the Upgrade Steps section under each feature for details of any action required. If you don't want to use or upgrade an optional feature, you can skip the upgrade steps for that feature. To perform upgrade steps in your org, you must be assigned administrator permissions.

See the Included in This Feature section under each feature for details of items such as objects, fields, or buttons that have been added in this release.

If you are upgrading from a version earlier than Winter 2026, check the documentation for previous releases for upgrade details.

Note:

Where new objects, fields, or buttons have been added for a feature, we recommend that you add them to any relevant page layouts, profiles, and permission sets. For information on how to do this, see the Salesforce Help.

For information on new features and changes to existing features in Spring 2026, see New Features and Enhancements in PSA – Accounting Connector Spring 2026.

Sales Invoice and Sales Credit Note Lookups in the Billing Event

Upgrade Steps

To upgrade this feature to Spring 2026, take the following action.

Action Further Information

Add the following fields in the billing event page layout:

  • Sales Invoice

  • Sales Credit Note

 Billing Fields
Assign one of the following permission sets to the billing event users:

  • Accounting

  • Accounting and Billing

  • Accounting and Billing - Sales Invoice

  • Accounting and Billing - Sales Credit Note

 For more information, see "Permission Sets" in the Salesforce Help.

Included in This Feature

This section details the items that have been added, updated, or deleted in this release.

Billing Fields

Billing Fields Added in Spring 2026
Object Field Description Further Information
Billing Event Sales Credit Note Lookup to the sales credit note that relates to the billing event. Automatically populated when a sales credit note is created from the billing event. Billing Fields
Sales Invoice Lookup to the sales invoice that relates to the billing event. Automatically populated when a sales invoice is created from the billing event.

Permission Sets

Permission Sets Updated in Spring 2026
Permission Set Description Further Information
PSA – Accounting - Billing Events to Sales Invoices or Credit Notes

We have added the permissions for the fields:

  • Sales Invoice

  • Sales credit Note

 In the PSA Permissions window, scroll down to the Updates to Permission Sets table and click the link in the View Changes column for the relevant permission set. A list of all changes made to the permission set in this release is displayed.